| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,484 | 82,000 | 56.55% | ||
| 2 | American Research & Management Co. | 725 | 40,000 | 27.59% | ||
| 3 | Gemmer Asset Management LLC | 322 | 18,000 | 12.41% | ||
| 4 | Vantage Investment Advisors, LLC | 89 | 5,000 | 3.45% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
